Destination Wealth Management Incresed Positions in Q3 2025

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
28.7K
+ 3.39%
$202.38 - $256.87 $5.8M - $7.36M
873K $222M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29.1K
+ 39.0%
$459.11 - $506.91 $13.4M - $14.8M
104K $52.2M
JNJ
Johnson & Johnson

Healthcare
3.99K
+ 1.4%
$155.17 - $185.42 $619K - $739K
290K $53.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
79.1K
+ 5.42%
$97.75 - $100.75 $7.73M - $7.97M
1.54M $154M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.55K
+ 0.79%
$108.46 - $120.63 $711K - $790K
837K $99.4M
IVV
Ishares Core S&P 500 ETF

ETFs
506
+ 0.43%
$620.67 - $670.08 $314K - $339K
119K $79.3M
JPM
Jpmorgan Chase & CO

Financial Services
683
+ 0.32%
$282.78 - $316.06 $193K - $216K
215K $68M
ASML
Asml Holding Nv

Technology
506
+ 1.72%
$689.63 - $968.09 $349K - $490K
29.9K $28.9M
GOOG
Alphabet Inc.

Communication Services
13.2K
+ 40.42%
$175.16 - $255.24 $2.31M - $3.36M
45.7K $11.1M
LLY
Eli Lilly & CO

Healthcare
7.06K
+ 14.02%
$625.65 - $812.69 $4.42M - $5.74M
57.4K $43.8M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
34.1K
+ 4.14%
$92.14 - $93.55 $3.14M - $3.19M
858K $80.2M
MSFT
Microsoft Corp

Technology
717
+ 0.41%
$491.09 - $535.64 $352K - $384K
177K $91.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.3K
+ 0.81%
$62.09 - $66.51 $515K - $552K
1.04M $67.6M
ISRG
Intuitive Surgical Inc

Healthcare
13.3K
+ 50.27%
$433.66 - $544.47 $5.76M - $7.23M
39.7K $17.7M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.66K
+ 2.29%
$127.59 - $152.81 $339K - $406K
119K $18.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
19K
+ 2.4%
$98.52 - $103.93 $1.87M - $1.97M
810K $83.4M
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 0.16%
$293.94 - $444.72 $10.6K - $16K
23.2K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.07K
+ 8.84%
$617.65 - $666.84 $1.28M - $1.38M
25.5K $17M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
35.9K
+ 2.54%
$52.39 - $53.11 $1.88M - $1.91M
1.45M $77M
QCOM
Qualcomm Inc

Technology
6.1K
+ 3.43%
$145.84 - $173.55 $890K - $1.06M
184K $30.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18.8K
+ 2.52%
$102.4 - $103.88 $1.92M - $1.95M
763K $78.8M
PFE
Pfizer Inc

Healthcare
39.8K
+ 4.85%
$23.29 - $25.88 $927K - $1.03M
860K $21.9M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
12.4K
+ 39.55%
$126.64 - $135.65 $1.57M - $1.68M
43.6K $5.92M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
37.3K
+ 7.26%
$50.82 - $51.09 $1.9M - $1.91M
552K $28.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
33.1K
+ 8.53%
$46.86 - $48.27 $1.55M - $1.6M
421K $20.2M
AFL
Aflac Inc

Financial Services
2.09K
+ 0.9%
$98.09 - $111.7 $205K - $234K
234K $26.2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
34K
+ 1.65%
$25.67 - $27.21 $873K - $925K
2.09M $56.5M
DHR
Danaher Corp

Healthcare
7.64K
+ 4.18%
$181.46 - $212.2 $1.39M - $1.62M
190K $37.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
15.4K
+ 5.29%
$100.16 - $100.7 $1.54M - $1.55M
306K $30.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.9K
+ 2.57%
$45.6 - $46.92 $1.09M - $1.12M
954K $44.6M
XOM
Exxon Mobil Corp

Energy
13.2K
+ 94.56%
$105.83 - $117.22 $1.39M - $1.54M
27.1K $3.05M
AVGO
Broadcom Inc.

Technology
519
+ 2.08%
$264.74 - $369.57 $137K - $192K
25.5K $8.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 6.12%
$546.99 - $602.2 $595K - $655K
18.9K $11.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.69K
+ 15.67%
$567.77 - $614.76 $958K - $1.04M
12.5K $7.63M
VZ
Verizon Communications Inc

Communication Services
15.4K
+ 2.96%
$40.84 - $45.06 $630K - $695K
537K $23.6M
IBM
International Business Machines Corp

Technology
3.49K
+ 101.51%
$234.77 - $292.47 $819K - $1.02M
6.93K $1.95M
MA
Mastercard Inc

Financial Services
401
+ 0.39%
$550.18 - $598.96 $221K - $240K
102K $58.1M
IMTB
Ishares Tr

ETFs
14.6K
+ 3.19%
$42.98 - $44.52 $627K - $649K
472K $20.9M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.8K
+ 1.79%
$31.31 - $34.54 $182K - $200K
331K $11.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
14.3K
+ 2.53%
$48.31 - $48.93 $693K - $701K
580K $28.3M
GS
Goldman Sachs Group Inc

Financial Services
901
+ 98.79%
$696.56 - $806.32 $628K - $726K
1.81K $1.44M
LMT
Lockheed Martin Corp

Industrials
354
+ 2.09%
$410.74 - $499.21 $145K - $177K
17.3K $8.65M
GBF
Ishares Tr

ETFs
5.12K
+ 2.74%
$102.86 - $105.88 $527K - $542K
192K $20.2M
IEMG
Ishares Inc

ETFs
12.9K
+ 1.01%
N/A
1.29M $69.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.35K
+ 1.47%
$50.02 - $53.28 $168K - $179K
232K $12.1M
PWZ
Invesco California Amt Free Mu

ETFs
23.6K
+ 66.97%
$22.77 - $24.07 $538K - $568K
58.9K $1.41M
ORCL
Oracle Corp

Technology
625
+ 10.99%
$218.96 - $328.33 $137K - $205K
6.31K $1.78M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.92K
+ 2.4%
$50.73 - $52.47 $300K - $311K
253K $13.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.12K
+ 4.34%
$90.83 - $93.81 $374K - $386K
99K $9.24M
Activity Summary
Buys All Purchases 160 New Holdings 26 Increased Positions 134 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 19 Puts 7
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